Ethereum News Today: Ethereum Surges Past $3,800 on Institutional Adoption and ETF Inflows

Ethereum's price has surged past $3,800 in early August 2025, driven by growing institutional adoption, Ethereum treasury purchases, and the emergence of Ethereum-focused infrastructure projects. The altcoin outperformed Bitcoin and Solana in recent weeks, with analysts from Standard Chartered forecasting a tenfold increase in institutional Ethereum holdings over time [1]. The bank highlighted that firms may eventually control up to 10% of the total circulating supply, compared to current ownership of just 1% [2].

Public companies are aggressively accumulating Ethereum, with firms like BitMine, GameSquare, and SharpLink investing over $3.5 billion in the asset [3]. This trend has been supported by the recent launch of spot Ethereum ETFs, which recorded over $2.3 billion in inflows within a week [4]. The rising institutional demand is expected to continue, especially as leading firms signal new capital allocation plans. BitMine Immersion Technologies, for example, announced a $1 billion stock repurchase program tied to Ethereum acquisitions [5].

BTCS Inc, a U.S.-based digital asset firm, has transitioned from Bitcoin mining to Ethereum treasury management, a strategic move that has driven a 130% increase in its stock price year-to-date [6]. Charles Allen, CEO of BTCS, emphasized Ethereum’s role in enabling new business models and transforming global asset movement, stating that Bitcoin, while valuable, lacks the functional utility that Ethereum provides [7]. BTCS now holds approximately $270 million in Ethereum, and the company continues to explore DeFi applications and blockchain infrastructure improvements to increase the asset’s value [8].

Industry experts are also bullish on Ethereum’s long-term prospects. Gracy Chen, CEO of Bitget, noted that Ethereum is positioning itself as the next major treasury asset after Bitcoin, with growing institutional interest from Wall Street and traditional finance [9]. Ryan Lee, Chief Analyst at Bitget Wallet, highlighted the ETH/BTC ratio breaking its 200-day average, signaling a potential structural shift in favor of Ethereum [10]. He predicted ETH could reach $5,500–$6,500 by Q4 2025, with a stretch target of $10,000 if institutional adoption continues to accelerate.

Ethereum’s recent price rally, up nearly 60% in the last three weeks, has brought it close to the $4,000 psychological level [11]. While momentum indicators suggest a potential pause before another upward move, the altcoin remains within striking distance of its December 2024 high of $4,107 [12]. The technical outlook indicates that Ethereum could test key resistance levels around $4,500 and $4,878 if the bullish trend persists [13].

On the anniversary of its 10th year, Ethereum continues to expand its utility in decentralized finance, with over $132 billion in stablecoin market capitalization and $83 billion in total value locked on the network [14]. The growing ecosystem, combined with rising institutional and public company demand, suggests that Ethereum’s role as a foundational blockchain infrastructure is solidifying.

Source: [1] https://coinmarketcap.com/community/articles/688a4d31e11d3003a420f9dd/